Profilo
Mr. Grimm has more than 30 years of experience managing institutional portfolios and analyzing securities.
Mr. Grimm is a Managing Director and he leads the firm’s equity management in a large cap growth style.
He is Chairman of the firm’s Investment Policy Committee which develops a consensus among the firm’s managers and provides strategies for fixed income, equity, and balanced portfolios.
Prior to joining Berkeley’s predecessor organization, Bank of America’s institutional investment management group in 1975, Mr. Grimm was with Amax, Inc., as an associate managing the firm’s pension assets.
He began his investment career as a securities analyst with Goldman, Sachs & Company.
Prior to his investment career, Mr. Grimm served as a captain in the U.S.
Army in various command and staff assignments.
Mr. Grimm is a graduate of the U.S.
Military Academy at West Point and holds an MBA from the Wharton Graduate School at the University of Pennsylvania.
He is a Chartered Financial Analyst and a member of the Security Analysts Society of San Francisco.
His outside services include being a member of the budget and finance committee of the Northern California Arthritis Foundation.
Precedenti posizioni note di Rudi E. Grimm
| Società | Posizione | Fine |
|---|---|---|
Berkeley Capital Management LLC
 Berkeley Capital Management LLC Investment ManagersFinance Based in San Francisco, Berkeley Capital Management LLC (BCM) has successfully managed money since 1972. The firm offers a range of investment services, utilizing the depth of knowledge of its senior investment professionals who have worked together at the firm since 1975. Berkeley Capital Management LLC is an independent investment adviser jointly owned by its own management and Lovell Minnick Partners. Previously affiliated with a major bank and large financial services company, the firm was initially registered as an Investment Advisor in 1972. Since inception, the firm's only business has been investment management for a wide variety of clients, including corporations, Taft-Hartley plans, insurance companies, trusts, and individuals. BCM has a total staff of 22 employees, including 6 investment professionals with an average experience of 17 Years. Three of the investment professionals have been together at the firm for 28 years. The company has a rich history of strong fundamental research and all of its investment professionals actively participate in the process. The firm's wealth of experience and its considerable resources allow the company to assist its clients in realizing its investment objectives. | Direttore della Ricerca - Azioni | 31/12/2006 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Berkeley Capital Management LLC
Berkeley Capital Management LLC Investment ManagersFinance Based in San Francisco, Berkeley Capital Management LLC (BCM) has successfully managed money since 1972. The firm offers a range of investment services, utilizing the depth of knowledge of its senior investment professionals who have worked together at the firm since 1975. Berkeley Capital Management LLC is an independent investment adviser jointly owned by its own management and Lovell Minnick Partners. Previously affiliated with a major bank and large financial services company, the firm was initially registered as an Investment Advisor in 1972. Since inception, the firm's only business has been investment management for a wide variety of clients, including corporations, Taft-Hartley plans, insurance companies, trusts, and individuals. BCM has a total staff of 22 employees, including 6 investment professionals with an average experience of 17 Years. Three of the investment professionals have been together at the firm for 28 years. The company has a rich history of strong fundamental research and all of its investment professionals actively participate in the process. The firm's wealth of experience and its considerable resources allow the company to assist its clients in realizing its investment objectives. | Finance |
- Borsa valori
- Insiders
- Rudi E. Grimm
